birdylo
Returning Member

Retirement tax questions

I tried to follow your directions to figure the non taxable portion of my nonqualified annuity but the software must have been changed this year because I never got the link to proceed to the General Rule computation.  My 1099-R reports a 7D code in Box 7 designating the annuity as nonqualified.  I'm using the Premier version.  Please help.